Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
HARRY F CHADDICK AND ELAINE
CHADDICK FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)1731 N MARCEY STREET 515
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60614
A Employer identification number

36-3320988
B Telephone number (see instructions)

(312) 346-2141
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,708,815J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 17,926 17,926  
4 Dividends and interest from securities... 92,795 92,795  
5a Gross rents............ 71,460    
b Net rental income or (loss) -19,785
6a Net gain or (loss) from sale of assets not on line 10 1,159,324
b Gross sales price for all assets on line 6a 2,320,477
7 Capital gain net income (from Part IV, line 2)... 1,159,324
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,341,505 1,270,045  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 292,000 87,600   204,400
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,848 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,402 6,421   14,981
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
69,780 69,780   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
39,804 7,098   16,562
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
18,512 0  
20 Occupancy.............. 34,870 10,461   24,409
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,218 365   853
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,526 0   6,561
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 541,960 181,725   267,766
25 Contributions, gifts, grants paid....... 487,800 487,800
26 Total expenses and disbursements. Add lines 24 and 25 1,029,760 181,725   755,566
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 311,745
b Net investment income (if negative, enter -0-) 1,088,320
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 135,098 120,061 120,061
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,390,546 Click to see attachment
List of Attached Documents:
// Content
2,565,144 		8,369,299
c Investments—corporate bonds (attach schedule)....... 716,403 Click to see attachment
List of Attached Documents:
// Content
887,099 		885,757
11 Investments—land, buildings, and equipment: basis right arrow569,000
Less: accumulated depreciation (attach schedule) right arrow240,813 346,612 Click to see attachment
List of Attached Documents:
// Content
328,187 		328,187
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow21,321
Less: accumulated depreciation (attach schedule) right arrow19,555 1,853 Click to see attachment
List of Attached Documents:
// Content
1,766 		1,766
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,745 		Click to see attachment
List of Attached Documents:
// Content
3,745 		Click to see attachment
List of Attached Documents:
// Content
3,745
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,594,257 3,906,002 9,708,815
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,980,959 6,980,959
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -3,386,702 -3,074,957
29 Total net assets or fund balances (see instructions)..... 3,594,257 3,906,002
30 Total liabilities and net assets/fund balances (see instructions). 3,594,257 3,906,002
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,594,257
2
Enter amount from Part I, line 27a .....................
2
311,745
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,906,002
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,906,002
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 280 SHS DEXCOM INC P 2024-06-03 2024-07-22
b 125 SHS JPMORGAN CHASE & CO P 2020-07-10 2024-07-22
c 170 SHS JPMORGAN CHASE & CO P 2017-08-22 2024-07-22
d 500 SHS ALPHABET INC P 2010-06-09 2024-09-20
e 500 SHS ALPHABET INC P 2010-06-09 2024-09-26
200 SHS IDEXX LABORATORIES INC P 2013-06-11 2024-10-17
500 SHS STARBUCKS CORP COM P 2012-08-13 2024-10-23
200 SHS IDEXX LABORATORIES INC P 2013-06-11 2024-11-20
1,000 SHS MONTROSE ENVIRONMENTAL GROUP P 2024-01-10 2024-11-20
500 SHS WESTINGHOUSE AIR BRAKE TECHNOLOGIES CO P 2021-03-30 2024-12-20
100 SHS APPLE INC P 2009-05-14 2025-01-27
275 SHS APPLE INC P 2014-01-03 2025-01-27
100 SHS ECOLAB INC P 2020-07-10 2025-01-27
80 SHS PEPSICO INC P 2003-07-10 2025-01-27
300 SHS ZOETIS INC P 2014-04-22 2025-01-27
400 SHS DANAHER CORP P 2016-03-17 2025-01-29
100 SHS DANAHER CORP P 2024-12-20 2025-01-29
50,000 SHS FORD MOTOR CREDIT COMPANY 2.300% 2/10/25 P 2022-03-16 2025-02-10
2,800 SHS NEOGEN CORP COM P 2024-06-17 2025-02-11
300 SHS BLACKSTONE GROUP INC CLASS A P 2019-10-23 2025-02-11
46 SHS BLACKSTONE GROUP INC CLASS A P 2019-06-17 2025-02-11
500 SHS CHARLES SCHWAB CORP P 2023-11-02 2025-03-05
300 SHS APPLE INC P 2009-05-14 2025-03-20
2,000 SHS FLYWIRE CORPORATION COM P 2024-05-09 2025-03-20
2,000 SHS FLYWIRE CORPORATION COM P 2023-11-08 2025-03-20
150,000 SHS WALT DISNEY 3.350% 3/24/25 P 2021-12-01 2025-03-24
700 SHS ALPHABET INC P 2010-06-09 2025-04-10
300 SHS ALPHABET INC P 2010-06-09 2025-04-10
131 SHS MICROSOFT CORP P 2016-03-02 2025-04-10
169 SHS MICROSOFT CORP P 1926-05-10 2025-04-10
300 SHS ROCKWELL AUTOMATION INC P 2025-01-27 2025-04-10
300 SHS ACCENTURE PLC P 2025-02-11 2025-04-21
215 SHS PEPSICO INC P 2003-07-10 2025-04-24
685 SHS PEPSICO INC P 2003-09-24 2025-04-24
200 SHS BLOCK INC P 2024-12-20 2025-05-02
1,000 SHS BLOCK INC P 2024-10-17 2025-05-02
200 SHS ALPHABET INC P 2009-04-30 2025-05-13
75 SHS AMERICAN EXPRESS CO P 2022-03-30 2025-05-13
200 SHS APPLE INC P 2009-05-14 2025-05-13
200 SHS BLACKSTONE GROUP INC CLASS A P 2019-06-17 2025-05-13
100 SHS MICROSOFT CORP P 2016-05-10 2025-05-13
25 SHS TRANSDIGM GROUP INC P 2022-03-30 2025-05-13
200 SHS WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP P 2021-03-30 2025-05-13
200 SHS ALPHABET INC P 2009-04-30 2025-05-22
200 SHS APPLE INC P 2009-05-14 2025-05-22
2,000 SHS EVOLENT HEALTH INC P 2021-03-10 2025-05-22
5,000 SHS EVOLENT HEALTH INC P 2020-07-17 2025-05-22
1,000 SHS EVOLENT HEALTH INC P 2020-11-17 2025-05-22
100 SHS SALESFORCE INC P 2013-11-19 2025-05-27
EVOLENT HEALTH INC P 2020-11-17 2025-05-22
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 31,231   32,171 -940
b 26,267   12,005 14,262
c 35,723   15,575 20,148
d 81,168   6,091 75,077
e 81,324   6,091 75,233
91,730   8,496 83,234
46,981   11,560 35,421
82,544   8,496 74,048
16,287   29,340 -13,053
96,708   39,930 56,778
22,882   438 22,444
62,926   5,382 57,544
24,599   20,035 4,564
12,419   3,701 8,718
51,622   8,910 42,712
90,568   25,042 65,526
22,642   22,978 -336
50,000   47,375 2,625
28,533   46,976 -18,443
49,104   13,042 36,062
7,529   1,725 5,804
37,922   27,453 10,469
63,784   1,315 62,469
20,237   35,200 -14,963
20,237   40,123 -19,886
150,000   150,000 0
107,517   8,503 99,014
46,079   3,655 42,424
49,662   6,923 42,739
64,068   8,527 55,541
69,295   85,277 -15,982
83,357   115,908 -32,551
29,021   9,946 19,075
92,463   31,078 61,385
9,055   18,093 -9,038
45,276   73,757 -28,481
32,080   1,985 30,095
22,680   14,188 8,492
42,335   877 41,458
29,932   7,502 22,430
44,900   5,046 39,854
35,741   15,762 19,979
40,854   15,935 24,919
34,508   1,985 32,523
40,380   877 39,503
15,045   39,689 -24,644
37,612   56,826 -19,214
7,522   14,040 -6,518
27,102   5,324 21,778
9,026     9,026
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -940
b       14,262
c       20,148
d       75,077
e       75,233
      83,234
      35,421
      74,048
      -13,053
      56,778
      22,444
      57,544
      4,564
      8,718
      42,712
      65,526
      -336
      2,625
      -18,443
      36,062
      5,804
      10,469
      62,469
      -14,963
      -19,886
      0
      99,014
      42,424
      42,739
      55,541
      -15,982
      -32,551
      19,075
      61,385
      -9,038
      -28,481
      30,095
      8,492
      41,458
      22,430
      39,854
      19,979
      24,919
      32,523
      39,503
      -24,644
      -19,214
      -6,518
      21,778
      9,026
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,159,324
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 15,128
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 15,128
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,128
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,763
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,763
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 17,631
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow17,631 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSAMUEL MEDINA Telephone no.right arrow (312) 346-2141

Located atright arrow222 S RIVERSIDE PLAZA SUITE 2730CHICAGOIL ZIP+4right arrow60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARI HATZENBUEHLER CRAVEN PRESIDENT/DIR
35.00 		160,000 0 0
680 N LAKE SHORE DR 1124
CHICAGO,IL60611
SUZANNE HUDSON HATZENBUEHLER VICE PRES/DIR
30.00 		132,000 0 0
35 MAYFLOWER DRIVE
ASHEVILLE,NC28804
WAYNE MORETTI TREASURER/DIR
1.00 		0 0 0
954 RALEIGH ROAD
GLENVIEW,IL60025
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
9,374,752
b
Average of monthly cash balances.......................
1b
223,070
c
Fair market value of all other assets (see instructions)................
1c
569,000
d
Total (add lines 1a, b, and c).........................
1d
10,166,822
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,166,822
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
152,502
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,014,320
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
500,716
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
500,716
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,128
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,128
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
485,588
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
485,588
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
485,588
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
755,566
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
755,566
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 485,588
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 395,057
b From 2020...... 291,741
c From 2021...... 367,838
d From 2022...... 445,868
e From 2023...... 479,427
f Total of lines 3a through e ........ 1,979,931
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 755,566
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 485,588
e Remaining amount distributed out of corpus 269,978
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,249,909
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		395,057
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,854,852
10 Analysis of line 9:
a Excess from 2020.... 291,741
b Excess from 2021.... 367,838
c Excess from 2022.... 445,868
d Excess from 2023.... 479,427
e Excess from 2024.... 269,978
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A SAFE HAVEN

2750 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PUBLIC CIVIC 1,500

AFTER SCHOOL MATTERS

66 EAST RANDOLPH STREET
CHICAGO,IL60601 		NONE PUBLIC EDUCATIONAL 1,000

ALL SOULS COUNSELING

35 ARLINGTON ST
ASHEVILLE,NC28801 		NONE PUBLIC HEALTHCARE 5,000

AMERICAN RED CROSS

2200 W HARRISON ST
CHICAGO,IL60612 		NONE PUBLIC CIVIC 250

ASHEVILLE BUNCOMBE TECHNICAL COLLEGE FOUNDATION

240 VICTORIA ROAD
ASHEVILLE,NC28801 		NONE PUBLIC EDUCATIONAL 3,500

ASHEVILLE POLICE FOUNDATION

PO BOX 35
ASHEVILLE,NC28802 		NONE PUBLIC CIVIC 5,000

ASHEVILLE SYMPHONY ORCHESTRA

27 COLLEGE PLACE SUITE 100
ASHEVILLE,NC28801 		NONE PUBLIC CIVIC 10,000

ASHEVILLE SYMPHONY ORCHESTRA CHORUS

27 COLLEGE PLACE SUITE 100
ASHEVILLE,NC28801 		NONE PUBLIC CIVIC 4,000

BEARS CARE

1920 FOOTBALL DRIVE
LAKE FOREST,IL60045 		NONE PUBLIC CIVIC 5,000

BIG SHOULDERS FUND

212 W VAN BUREN SUITE 900
CHICAGO,IL60607 		NONE PUBLIC EDUCATIONAL 10,000

BOYS & GIRLS CLUB OF ST CHARLES COUNTY

1211 LINDENWOOD AVE
ST CHARLES,MO63301 		NONE PUBLIC CIVIC 1,000

BREAKTHROUGH BOARD CANCER RESEARCH FOUNDATION

6200 N HIAWATHA AVENUE SUITE 640
CHICAGO,IL60646 		NONE PUBLIC HEALTHCARE 10,000

BRIGHTPOINT

200 W MONROE STE 2100
CHICAGO,IL60606 		NONE PUBLIC HEALTHCARE 2,500

CASA CENTRAL

1343 N CALIFORNIA AVE
CHICAGO,IL60622 		NONE PUBLIC EDUCATIONAL 3,000

CHANGE 4 CHILDREN

308 S JEFFERSON 155
CHICAGO,IL60661 		NONE PUBLIC EDUCATIONAL 7,500

CHERRY PRESCHOOL

1418 LAKE STREET
EVANSTON,IL60201 		NONE PUBLIC EDUCATIONAL 3,500

CHICAGO SYMPHONY ORCHESTRA

220 S MICHIGAN AVENUE
CHICAGO,IL60604 		NONE PUBLIC CIVIC 10,000

CHILDREN'S PLACE ASSOCIATION

700 N SACRAMENTO BLVD SUITE 300
CHICAGO,IL60612 		NONE PUBLIC EDUCATIONAL 1,500

CRISTO REY JESUIT HIGH SCHOOL

1852 W 22ND PL
CHICAGO,IL60608 		NONE PUBLIC EDUCATIONAL 4,000

DANIEL MURPHY SCHOLARSHIP FUND

309 W WASHINGTON SUITE 700
CHICAGO,IL60606 		NONE PUBLIC CIVIC 3,500

DEPAUL UNIVERSITY

14 E JACKSON SUITE 1600
CHICAGO,IL60604 		NONE PUBLIC EDUCATIONAL 100,000

FAIRVIEW VOLUNTEER FIRE DEPARTMENT

PO BOX 244
FAIRVIEW,NC28730 		NONE PUBLIC CIVIC 1,000

FAMILY RESCUE

PO BOX 17528
CHICAGO,IL60617 		NONE PUBLIC HEALTHCARE 3,500

FEDERAL PROBLEM SOLVING COURTS FOUNDATION

1341 W FULLERTON AVENUE PO BOX 152
CHICAGO,IL60614 		NONE PUBLIC CIVIC 500

FOCUS YOUTH MINISTRY

603 PARK POINT DRIVE
GOLDEN,CO80401 		NONE PUBLIC CIVIC 500

FOOD CONNECTION

PO BOX 8324
ASHEVILLE,NC28814 		NONE PUBLIC CIVIC 50,000

FRANCISCAN OUTREACH

717B W 18TH STREET
CHICAGO,IL60616 		NONE PUBLIC RELIGIOUS 5,000

GIORDANO DANCE CHICAGO

1754 N CLARK STREET
CHICAGO,IL60614 		NONE PUBLIC CIVIC 5,000

GIRLS ON THE RUN CHICAGO

1415 N DAYTON ST SUITE 112
CHICAGO,IL60642 		NONE PUBLIC EDUCATIONAL 1,500

HOME

1419 W CARROLL AVENUE FL 2
CHICAGO,IL60607 		NONE PUBLIC HEALTHCARE 4,000

HEALTHY SCHOOLS CAMPAIGN

190 S LASALLE STREET SUITE 1508
CHICAGO,IL60603 		NONE PUBLIC HEALTHCARE 2,500

HEPHZIBAH CHILDREN'S ASSOCIATION

1144 LAKE STREET FIFTH FLOOR
OAK PARK,IL60301 		NONE PUBLIC EDUCATIONAL 3,000

HIGHSIGHT

1711 NORTH CLEVELAND AVENUE
CHICAGO,IL60614 		NONE PUBLIC HEALTHCARE 6,500

HOLY NAME CATHEDRAL

730 N WABASH AVE
CHICAGO,IL60611 		NONE PUBLIC RELIGIOUS 250

HORIZONS FOR YOUTH

703 WEST MONROE
CHICAGO,IL60661 		NONE PUBLIC EDUCATIONAL 2,500

HOWARD AREA COMMUNITY CENTER

7648 NORTH PAULINA STREET
CHICAGO,IL60626 		NONE PUBLIC EDUCATIONAL 2,500

IGNITE

180 N MICHIGAN AVENUE SUITE 1900
CHICAGO,IL60601 		NONE PUBLIC CIVIC 3,500

JOSEPHINUM ACADEMY

1501 N OAKLEY BLVD
CHICAGO,IL60622 		NONE PUBLIC EDUCATIONAL 5,000

JUVENILE PROTECTIVE ASSOCIATION

1707 NORTH HALSTED
CHICAGO,IL60614 		NONE PUBLIC EDUCATIONAL 5,000

LINCOLN PARK ZOO

2001 NORTH CLARK STREET
CHICAGO,IL60614 		NONE PUBLIC EDUCATIONAL 3,500

LITTLE BROTHERS FRIENDS OF ELDERLY

355 NORTH ASHLAND AVE
CHICAGO,IL60607 		NONE PUBLIC CIVIC 2,000

LITTLE SISTERS OF THE POORST MARY'S HOME

2325 NORTH LAKEWOOD AVENUE
CHICAGO,IL60614 		NONE PUBLIC CIVIC 5,000

MADONNA MISSION

PO BOX 8518
NORTHFIELD,IL60093 		NONE PUBLIC EDUCATIONAL 2,500

MARYKNOLL FATHERS & BROTHERS

PO BOX 302
MARYKNOLL,NY10454 		NONE PUBLIC CIVIC 1,000

MEMORYCARE

100 FAR HORIZONS LANE
ASHEVILLE,NC28803 		NONE PUBLIC HEALTHCARE 5,000

MICHIANA HUMANE SOCIETY

722 INDIANA HWY 212
MICHIGAN CITY,IN46360 		NONE PUBLIC CIVIC 5,000

MIDTOWN-METRO ACHIEVEMENT CENTER

718 SOUTH LOOMIS STREET
CHICAGO,IL60607 		NONE PUBLIC EDUCATIONAL 5,000

MY DADDY TAUGHT ME THAT (KL TRAINING SOLUTIONS)

27 KING ARTHUR PLACE
ASHEVILLE,NC28806 		NONE PUBLIC EDUCATIONAL 20,000

NATIONAL SHRINE OF ST FRANCES XAVIER CABRINI

2520 N LAKEVIEW AVE
CHICAGO,IL60614 		NONE PUBLIC RELIGIOUS 7,800

NORTHSIDE HOUSING & SUPPORTIVE SERVICES

4410 N RAVENSWOOD SUITE 101
CHICAGO,IL60640 		NONE PUBLIC HEALTHCARE 2,500

NOURISHING HOPE

1716 W HUBBARD STREET
CHICAGO,IL60622 		NONE PUBLIC CIVIC 6,000

OLD TOWN SCHOOL OF FOLK MUSIC

4544 NORTH LINCOLN AVENUE
CHICAGO,IL60625 		NONE PUBLIC EDUCATIONAL 5,000

ON TRACK FINANCIAL CREDIT COUNSELING

50 S FRENCH BROAD AVE SUITE 227
ASHEVILLE,NC28801 		NONE PUBLIC CIVIC 2,500

PARISH OF ST EUGENE

72 CULVERN STREET
ASHEVILLE,NC28804 		NONE PUBLIC RELIGIOUS 20,000

SHEDD AQUARIUM SOCIETY

1200 SOUTH DUSABLE LAKE SHORE DRIVE
CHICAGO,IL60605 		NONE PUBLIC CIVIC 15,000

ST LEONARD'S MINISTRIES

48 NORTH HOYNE AVENUE
CHICAGO,IL60612 		NONE PUBLIC RELIGIOUS 5,000

ST VINCENT DEPAUL

72 CULVERN STREET
ASHEVILLE,NC28804 		NONE PUBLIC RELIGIOUS 20,000

THE ARK

6450 N CALIFORNIA AVENUE
CHICAGO,IL60645 		NONE PUBLIC CIVIC 5,000

THE CHICAGO LIGHTHOUSE

1850 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PUBLIC EDUCATIONAL 5,000

THE NIGHT MINISTRY

1735 N ASHLAND AVENUE SUITE 2000
CHICAGO,IL60622 		NONE PUBLIC HEALTHCARE 2,500

TUTORING CHICAGO

303 W MADISON STREET SUITE 750
CHICAGO,IL60606 		NONE PUBLIC EDUCATIONAL 2,500

UNDUE MEDICAL DEBT

28-07 JACKSON AVE 5TH FL
LONG ISLAND CITY,NY11101 		NONE PUBLIC CIVIC 10,000

UNIVERISTY OF CHICAGO WOMEN'S BOARD GRANTS FUND

5235 S HARPER CT SEVENTH FLOOR
CHICAGO,IL60615 		NONE PUBLIC EDUCATIONAL 1,000

UNIVERSITY OF CHICAGO GRAHAM SCHOOL

5801 SOUTH ELLIS AVENUE
CHICAGO,IL60637 		NONE PUBLIC EDUCATIONAL 500

WESTERN CAROLINA RESCUE MINISTRIES

PO BOX 909
ASHEVILLE,NC28802 		NONE PUBLIC CIVIC 20,000

WORKING WHEELS

76 WEAVERVILLE ROAD
ASHEVILLE,NC28804 		NONE PUBLIC CIVIC 15,000
Total .................................right arrow 3a 487,800
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 17,926  
4 Dividends and interest from securities ....     14 92,795  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property..... 531390 -19,785      
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,159,324  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -19,785 1,270,045 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,250,260
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 21,402 6,421   14,981

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE AND FIXTURES 1995-01-01 2,375 2,375   0 % 0 0    
COMPUTER 2006-07-09 1,344 1,344 SL 5.000000000000 0 0    
FURNITURE AND FIXTURES 2006-07-10 7,876 7,876 SL 7.000000000000 0 0    
OFFICE WIRING 2006-11-01 3,389 1,537 SL 39.000000000000 87 0    
COMPUTER 2007-08-10 1,014 1,014 SL 5.000000000000 0 0    
FURNITURE AND FIXTURES 2008-03-08 1,394 1,394 SL 7.000000000000 0 0    
BUILDING 2011-11-23 395,503 181,573 SL 27.500000000000 14,382 14,382    
LAND 2011-11-23 43,945   L   0 0    
WASHING MACHINE 2012-05-15 301 150 200DB 5.000000000000 0 0    
APPLIANCES 2012-12-31 6,109 3,054 200DB 5.000000000000 0 0    
IMPROVEMENTS 2012-10-01 5,059 2,154 SL 27.500000000000 184 184    
COMPUTER 2012-10-05 1,828 1,828 SL 5.000000000000 0 0    
APPLIANCES 2013-12-31 7,127 3,563 200DB 5.000000000000 0 0    
SNOWBLOWER 2015-01-03 604 604 200DB 7.000000000000 0 0    
COMPUTER EQUIPMENT 2015-04-14 1,075 1,075 SL 5.000000000000 0 0    
APPLIANCES 2015-12-31 2,385 1,192 200DB 5.000000000000 0 0    
IMPROVEMENTS 2015-12-31 25,772 8,004 SL 27.500000000000 937 937    
APPLIANCES 2016-12-31 1,239 619 200DB 5.000000000000 0 0    
IMPROVEMENTS 2016-12-31 15,991 4,382 SL 27.500000000000 581 581    
IMPROVEMENTS 2017-12-31 13,334 3,173 SL 27.500000000000 485 485    
GRILL 2018-09-25 600   200DB 5.000000000000 0 0    
IMPROVEMENTS 2018-12-31 12,567 2,533 SL 27.500000000000 457 457    
COMPUTER 2018-07-11 1,025 1,025 SL 5.000000000000 0 0    
ROOF 2022-03-04 21,500 1,792 SL 27.500000000000 782 782    
IMPROVEMENTS 2023-09-15 12,763 367 SL 27.500000000000 464 464    
IMPROVEMENTS 2024-03-18 4,200 45 SL 27.500000000000 153 153    

TY 2024 InvestmentsCorpBondsSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Name of Bond End of Year Book Value End of Year Fair Market Value
50,000 SHS UBER TECHNOLOGIES INC NOTE 4.30000% 01/15/2030 CALL MAKE WHOLE 121,475 124,424
125,000 SHS ZOETIS INC NOTE CALL MAKE WHOLE 5.6000% 11/16/2032 129,046 131,796
125,000 SHS INTERCONTINENTAL EXCHANGE INC NOTE 5.25000% 06/15/2031 CALL MAKE 127,119 129,479
50,000 SHS BECTON DICKINSON & CO NOTE CALL MAKE WHOLE 4.87400% 02/28/2029 49,723 50,708
100,000 SHS WABTEC SER B NOTE 3.45000% 11/15/2026 101,748 98,695
100,000 SHS MCDONALDS CORP MTN CALL MAKE WHOLE 3.70000% 1/30/26 103,125 99,580
125,000 SHS FISERV INC NOTE CALL MAKE WHOLE 3.80000% 10/1/2023 123,585 128,525
125,000 SHS AMERICAN TOWER CORP NOTE CALL MAKE WHOLE 3.12500% 1/15/27 131,278 122,550

TY 2024 InvestmentsCorpStockSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Name of Stock End of Year Book Value End of Year Fair Market Value
1,000 SHS CLEARWATER ANALYTICS HLDGS INC 24,303 21,930
700 SHS NVIDIA CORPORATION 92,744 110,593
500 SHS WASTE MANAGEMENT INC 111,487 114,410
500 SHS BOEING CO 88,160 104,765
400 SHS MONGODB INC CL 115,358 83,996
250 SHS WORKDAY INC COM 65,482 60,000
225 SHS GE VERNOVA INC COM 99,426 119,059
160 SHS INSULET CORP 31,028 50,269
3,000 SHS FASTENAL COM STK 122,070 126,000
1,200 SHS PURE STORAGE INC CL 63,278 69,096
900 SHS VISA INC 17,099 319,545
2,000 SHS APPLE INC 8,768 410,340
900 SHS HOME DEPOT INC 22,826 329,976
2,400 SHS AMAZON.COM INC 22,870 526,536
610 SHS PROCTER & GAMBLE CO 28,236 97,185
600 SHS AMETEK INCOM 28,639 108,576
510 SHS SALESFORCE.COM INC 26,742 139,072
2,000 SHS COSTAR GROUP INC 34,426 160,800
700 SHS STRYKER CORP 34,891 276,941
425 SHS COSTCO WHOLESALE CORP-NEW 37,014 420,725
400 SHS CHEVRON CORP 37,558 57,276
1,000 SHS ZOETIS INC 29,700 155,950
1,400 SHS STARBUCKS CORP 31,957 128,282
1,600 SHS ALPHABET INC 15,880 281,968
2,375 SHS TOAST INC CL A 51,564 105,189
2,520 SHS DEXCOM INC 19,709 219,971
750 SHS DESCARTES SYS GROUP INC 53,176 76,234
750 SHS AMERICAN EXPRESS CO 48,337 239,235
550 SHS GENERAC HLDGS INC COM 63,827 78,766
1,300 SHS MICROSOFT CORP 44,332 646,633
1,275 SHS INTERCONTINENTAL EXCHANGE INC 65,104 233,924
800 SHS GUIDEWIRE SOFTWARE INC COM 71,148 188,360
320 SHS LINDE PLC COM 82,839 150,138
1,800 SHS BLACKSTONE GROUP LP COM 78,660 269,244
125 SHS TRANSDIGM GROUP INC 84,864 190,080
1,500 SHS SCHWAB CHARLES CORP COM 82,358 136,860
200 SHS ELI LILLY & CO COM 110,354 155,906
300 SHS GOLDMAN SACHS GROUP INC COM 118,524 212,325
800 SHS WABTEC COM 63,738 167,480
1,600 SHS JPMORGAN CHASE & CO 97,241 463,856
4,000 SHS UBER TECHNOLOGIES INC COM 126,077 373,200
700 SHS ECOLAB INC 113,350 188,608

TY 2024 InvestmentsLandSchedule2
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING 395,503 195,955 199,548  
LAND 43,945 0 43,945  
WASHING MACHINE 301 301 0  
APPLIANCES 6,109 6,109 0  
IMPROVEMENTS 5,059 2,338 2,721  
APPLIANCES 7,127 7,127 0  
SNOWBLOWER 604 604 0  
APPLIANCES 2,385 2,385 0  
IMPROVEMENTS 25,772 8,941 16,831  
APPLIANCES 1,239 1,239 0  
IMPROVEMENTS 15,991 4,963 11,028  
IMPROVEMENTS 13,334 3,658 9,676  
GRILL 600 600 0  
IMPROVEMENTS 12,567 2,990 9,577  
ROOF 21,500 2,574 18,926  
IMPROVEMENTS 12,763 831 11,932  
IMPROVEMENTS 4,200 198 4,002  

TY 2024 LandEtcSchedule2
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE AND FIXTURES 2,375 2,375 0  
COMPUTER 1,344 1,344 0  
FURNITURE AND FIXTURES 7,876 7,876 0  
OFFICE WIRING 3,389 1,624 1,765  
COMPUTER 1,014 1,014 0  
FURNITURE AND FIXTURES 1,394 1,394 0  
COMPUTER 1,828 1,828 0  
COMPUTER EQUIPMENT 1,075 1,075 0  
COMPUTER 1,025 1,025 0  


TY 2024 LegalFeesSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,848 0   0


TY 2024 OtherAssetsSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 3,745 3,745 3,745


TY 2024 OtherExpensesSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TELEPHONE EXPENSE 1,715 0   1,715
PARKING FEES 2,749 0   2,749
OFFICE EXPENSES 2,097 0   2,097
ILLINOIS FEES 200 0   0
IRS PENALTY 937 0   0
CLEANING & MAINTENANCE 21,767 0   0
COMMISSIONS 1,500 0   0
INSURANCE 3,230 0   0
REPAIRS 13,961 0   0
UTILITIES 13,798 0   0
MATERIALS 572 0   0


TY 2024 OtherProfessionalFeesSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 69,780 69,780   0


TY 2024 TaxesSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 23,660 7,098   16,562
PROPERTY TAX 16,144 0   0